Dealboard
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Questions about Dealboard.

Practical answers about setup, pricing, security, integrations, and how Dealboard works. For anything else, email support@getdealboard.com.

A.

Getting started

How do I sign up?
Go to app.getdealboard.com/sign-up. Enter your email and Dealboard will send you a magic link. You can also sign in with Google. No credit card required.
Can I use Dealboard without installing anything?
Yes. Dealboard runs in your browser on Mac, Windows, Linux, iPhone, and Android.
Does Dealboard work on my mobile phone?
Yes. Dealboard works on iPhone and Android from your browser. You can swipe between stages, add notes, dictate notes using your phone's built-in voice input, open files, review reports, and manage deals from your phone.
How long does it take to set things up?
You can have a working dealboard in about a minute. New workspaces include sample deals so you can see how the system works before adding your own.
What are the example deals?
Dealboard includes twelve fictional sample companies across the pipeline with realistic notes, contacts, and PDFs. You can clear sample data anytime, but renaming a sample deal converts it to a real deal that will not be cleared.
B.

Leads

What's the difference between a lead and a deal?

A lead is new inbound interest that you have not decided to work yet. A deal is something you have chosen to track in your pipeline.

Leads stay in your Leads inbox until you take action. You can reply, promote the lead to a deal, mark it as not a fit, or mark it as junk.

Promoting a lead creates a new deal and carries over the contact details and original message, so you can keep working it in your pipeline.

This keeps your pipeline focused on real opportunities instead of every form fill, email, or cold inquiry.

How do leads reach Dealboard?

Leads can reach Dealboard in three ways:

  1. Embedded form — add a Dealboard lead form to your website.
  2. Hosted form link — share a standalone link in your email signature, LinkedIn bio, sales materials, or anywhere else.
  3. Inbound email — forward a sales inbox, like sales@yourcompany.com, to your board's unique Dealboard email address.

All three feed into the same Leads inbox.

How do I embed the lead capture form on my site?

Go to Board Settings → Lead Capture, copy the embed code, and paste it into your website.

It works with most common website builders and CMS tools, including WordPress, Webflow, Squarespace, and plain HTML sites.

The form is designed to blend into your site by using your existing fonts and styles where possible.

Can I share a standalone link instead of embedding?

Yes. Every board has a hosted lead form link.

You can share it anywhere, including your email signature, LinkedIn profile, social posts, sales materials, or a simple Contact us button.

Leads submitted through that link go into the same Leads inbox as your embedded form submissions.

How does the inbound email capture work?

Each board gets a unique inbound email address.

Set up a forwarding rule from your sales inbox to that address. When someone emails your sales inbox, Dealboard creates a new lead with the sender's name, email address, subject, and message.

This works with any email provider that supports forwarding, including Gmail, Google Workspace, Outlook, Microsoft 365, and others.

What can I do with a lead?

You can take four main actions:

  • Reply — start a response using your email program.
  • Promote to deal — move the lead into your pipeline.
  • Not a fit — close out a legitimate lead that is not a good match.
  • Junk — remove spam, test submissions, duplicates, or irrelevant messages.

This helps you keep your Leads inbox focused on leads that still need a decision.

Dealboard has extra shortcuts for Gmail, but you can use it with any email program.

What happens to a lead I don't want to work?

You can mark it as Not a fit or Junk.

Use Not a fit when the lead is real, but not right for your business.

Use Junk when the submission is spam, irrelevant, a duplicate, or otherwise not worth keeping in your active workflow.

Either way, the lead leaves your inbox so you can focus on new leads that still need attention.

What are email templates and how do they work?

Email templates are reusable replies for common lead and deal emails.

Templates can include tokens like {{first_name}} and {{company}}, which are automatically replaced with the lead or deal details.

If you use Gmail, Dealboard can open Gmail with the subject and body already filled in. If you use another email program, you can still use the template text in your normal email workflow.

Dealboard helps prepare the email. You review it and send it yourself.

Does Dealboard come with starter templates?

Yes. New workspaces include starter templates for common lead responses, including:

  • Interested — schedule a call
  • Need more information — ask discovery questions
  • Not a fit — polite decline

You can edit, duplicate, or delete them from Settings → Templates.

Does Dealboard send my emails?

No. Dealboard does not send emails for you.

Dealboard helps you prepare a response, then you send it from your own email program.

Gmail users get extra convenience: Dealboard can open Gmail with the email already pre-filled. For other email programs, you can still use the template content and send from your normal inbox.

Dealboard does not need to connect to your email account, store your email password, or read your replies.

Can I search my Gmail for a contact from inside Dealboard?

If you use Gmail, yes. Dealboard can open Gmail with a pre-built search for that contact.

From a deal, click Search mail to see related emails between you and the contact in Gmail.

If you use another email program, you can still use the contact details in Dealboard to search your inbox manually.

Dealboard does not read your inbox. For Gmail, it simply opens the right Gmail search.

Can I add a score or qualifier to incoming leads?

Yes, using the API.

You can enrich a lead with details like a summary, score, notes, or attachments. That information appears in the lead detail view.

You can use your own scoring system, an enrichment provider, or an AI workflow. Dealboard displays the enrichment without forcing you into a rigid scoring model.

C.

The deal pipeline

What are the default stages?
Every board ships with sensible default stages so you can start tracking deals right away. If they don't match how your team sells, you can customize them.
Can I customize the deal stages?
Yes. Dealboard gives you a simple structure that keeps your reports working, while still letting you customize the stages that matter to your process. You can rename stages, add or remove stages in the Early and Late sections, and adjust each stage's probability. The main structure stays the same: Early Stages → Anchor Stage ("Proposal Sent" or similar) → Late Stages → Won/Dead. Stage customization is currently available on desktop.
What are the weights / probabilities?
For the default 7-stage layout: New Deal (0%), Meeting Scheduled (5%), In Discussion (15%), Proposal Sent (25%), Contract in Legal (75%), Contract Redlines Received (90%), Won (100%). These are starting defaults — you can adjust probabilities, or restructure stages entirely, in Customize Stages.
How does a lead become a deal?
Click Promote on a lead in the Leads inbox. Dealboard creates a new deal in the first stage of the pipeline, copies the contact details and original message over, and marks the lead as Promoted in the archive. The deal's activity feed shows the full lead history so you don't lose context.
How do I move a deal between stages?
On desktop, drag the deal card to a new lane. On mobile, open the deal and tap the stage pill. Dealboard automatically records stage changes and may request context for important stages.
Can I have multiple dealboards?
Yes. The Free plan includes one dealboard; the Plus plan includes unlimited dealboards. This is useful for tracking different products, regions, teams, or sales motions in the same format with similar tooling and reporting.
D.

Notes, activity, attachments

How do I log a phone call or add a note?
On desktop, click a deal and start typing; press Enter when done. On mobile, tap a deal, type or dictate your note, and save the update while the conversation is still fresh. Notes are timestamped and kept in deal history.
Can I use voice to add a note?
Yes. Tap the microphone on your phone or keyboard and speak your note. Your device converts speech to text, then Dealboard saves it.
What is the difference between a note and a system event?
System events are created automatically. Examples include stage changes, owner changes, and deals marked Won or Dead. Notes are written by team members. Both appear in the activity feed.
Can I edit or delete a note?
Yes. Team members can edit or delete notes when they need to correct or clean up deal history.
Can I attach files to a deal?
Yes. Dealboard supports note attachments, including PDFs, images, Word docs, PowerPoints, and other files up to 25 MB per file. You can also attach proposal and signed contract documents.
E.

Reports

What are the reports?
Dealboard has three core reports: Your Goals and Current Status, Deal Progress, and Deals Won.
Can I change what the reports show?
You can change the date range and switch views, but the main columns, calculations, and chart types are fixed on purpose.
Can I export reports?
Yes. You can download reports as PNG or CSV. PNG export is useful for presentations, documents, and quick updates.
How are deal-won dollars calculated for a quarter?
Dealboard adds up the amount for every deal with a wonAt date in that quarter.
What is the weighted pipeline number?
For each open deal: deal amount × stage probability, then summed across the dealboard.
What if my goals change mid-month?
Update goals in settings. The report gauges update immediately without changing deal history.
F.

Working with a team

How do I invite teammates?
Go to Settings → Members → Invite. Add email addresses, choose permissions, and send invites. Teammates receive magic links.
Is there a per-seat charge to invite teammates?
Not on Free — Free includes unlimited team members. On Plus, each active member is a billable seat: $29 per user per month, or $295 per user per year.
What is the difference between owner and member?
Owners manage members, update settings, manage billing, customize stages, and delete dealboards. Members use the product day to day: add deals, edit deals, leave notes, move deals, attach files, and view reports.
Can two people edit the same deal at once?
Yes. Dealboard supports real-time collaboration. If two people edit the same field simultaneously, the most recent change wins.
Can I see who did what?
Yes. Notes and system events show the author and time. The activity feed shows what changed, who changed it, and when.
Can I assign a deal to someone?
Yes. Each deal has an Owner field that can be changed from the deal screen.
We have two products with totally different sales processes. Can I run them separately?
Yes. The Plus plan supports unlimited dealboards. Each dealboard has its own goals, integrations, team visibility, and reporting, while keeping the same format and familiar tooling.
G.

Pricing and billing

How much does it cost?
Dealboard has two plans: Free at $0, with one dealboard and up to 30 active deals; and Plus at $29 per user per month, or $295 per user per year.
What counts as an active deal for the Free plan limit?
Anything not yet Won or Dead counts as active. Closed deals (Won and Dead) remain in your history but do not count toward the 30-deal limit — no matter how many stages your board has between New Deal and Won.
How do I upgrade?
Go to Settings → Billing → Upgrade. Stripe handles checkout and you get access immediately.
How do I downgrade or cancel?
Go to Settings → Billing → Manage Billing. You can use Plus through the end of your paid period before switching to Free.
What happens to my data if I cancel?
Your data stays in Dealboard. Deals, notes, files, and history are not deleted. If you have more than 30 active deals, you will need to reduce that number or upgrade to edit them.
Can I export all my data?
Yes. Your data is yours. Export your deals, notes, activity history, and file manifest anytime from Settings → Account → Export. Dealboard creates a ZIP file with CSVs you can open in Excel or Google Sheets.
How does the bill work when teammates join mid-cycle?
Stripe handles billing automatically with prorated charges and credits.
H.

Security, privacy, data

Where is my data stored?
Dealboard uses reputable cloud infrastructure providers to store customer data and files. Data and files are encrypted at rest.
Who can see my deals?
Only workspace members can see deals. Workspaces are isolated from each other. Dealboard staff does not access deals unless needed for support.
Do you sell my data?
No. Dealboard does not sell customer data. Dealboard makes money from paid subscriptions.
Can I delete my account and data?
Yes. Go to Settings → Account → Delete Account. Your data is scheduled for permanent deletion 30 days later, and you can cancel during that window.
Backups?
Dealboard runs nightly off-site backups and performs weekly restore checks.
How do users sign in?
Dealboard supports Google sign-in and magic-link login.
I.

Integrations

Does Dealboard send to Slack / Teams / Discord?
Yes. Dealboard integrates with Slack, Microsoft Teams, and Discord. Configure which events post and to which channels.
Can I send events to Zapier or my own webhook?
Yes. Dealboard includes a generic webhook integration that sends a signed JSON POST to the URL you provide.
Can I import from a full-featured CRM I am leaving?
Self-serve import is not available yet. Export to CSV and contact support@getdealboard.com for migration assistance.
Can I use the keyboard?
Yes. Supported shortcuts include N for New Deal, / for search, Esc to close modals, and Enter to save a note. More shortcuts are planned.
J.

API and AI agents

Is there a public API?
Yes. Dealboard has a REST API at app.getdealboard.com/v1/*. The OpenAPI 3.1 spec is at app.getdealboard.com/openapi.json. API access uses bearer-token authentication and is included on every plan, including Free — Free workspaces get 2 API keys, and Plus is unlimited.
What can the API do?
The API can list, create, update, and move deals. It can also add notes and pull dealboard summaries. Webhooks can notify your systems when important deal events happen.
Does Dealboard have an MCP server for AI assistants?
Yes. Dealboard provides @dealboard/mcp on npm, plus a remote OAuth connector for Claude and ChatGPT. AI tools can list, create, update, and move deals, manage and promote leads, add notes, and pull pipeline summaries and weighted-pipeline reports.
How are API keys secured?
API keys are SHA-256 hashed in the database. GitHub secret scanning can revoke leaked keys. Rate limits are 600 requests per minute per key. Webhooks use HMAC signatures.
Can I revoke API access?
Yes. API keys can be revoked anytime from Account Settings → API Keys. Once revoked, that key can no longer access your workspace.
Where do I read the docs?
Developer docs are available at getdealboard.com/developers.

Still have a question?

Email us and we'll help.

Email support@getdealboard.com